What Mappd does for this workflow

Mappd converts Xero CSV and Excel exports to Salesforce format by remapping column names, reformatting dates, and converting currency values. For this workflow: Contact Name → Account Name; Amt Due → Amount (GBP → USD, live rate); Due Dt → Close Date (DD/MM → ISO). Processing is entirely client-side — no file data is transmitted to a server. Typical run time: 2 min.

5 source columns handled
4 transforms applied
2 min typical run time
Free to use
Finance · Xero to Salesforce

Xero → Salesforce, done in seconds.

Upload your Xero export. The column mapping loads automatically. Download the Salesforce-ready file in 2 min.

"You export invoices from Xero every week. Salesforce needs completely different column names, ISO dates, and USD amounts. You spend 45 minutes fixing it manually. Every single Monday."

Try it on my file → See what it does

Free · No signup needed for files under 5 MB · All processing in your browser

45 min
manual time per run
2 min
with this recipe
4,831
runs this month
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v2.4
Change summary
5 columns mapped to Salesforce Opportunity schema
Stage column injected with default value (required field)
3 dates reformatted DD/MM → ISO 8601
Download salesforce-import.csv

Column transformations applied

Contact Name → Account Name (trimmed)
Invoice Number → Opportunity Name (trimmed)
Due Date → Close Date (ISO 8601)
Total → Amount (currency prefix stripped)
Stage (injected) → Set default value: Prospecting (Salesforce requires it)

Frequently asked questions

How do I convert a Xero export to Salesforce format?

Upload your Xero CSV or Excel file to Mappd. The Xero to Salesforce recipe loads automatically and maps your columns. Review the changes and download the converted file. The process takes under 2 min.

What columns does this recipe rename?

Contact Name → Account Name. Amt Due → Amount (GBP → USD, live rate). Due Dt → Close Date (DD/MM → ISO). Ref No. → Opportunity Name.

Does my file get uploaded to a server?

No. All processing happens entirely in your browser using client-side JavaScript. Your file data never leaves your computer and is never transmitted to Mappd's servers.

Is this free?

Yes. Mappd is free to use for files under 5 MB without signing up. The free tier includes 3 saved recipes and unlimited rows. Pro (£15/month) adds currency conversion, Excel export, and AI column matching.

What file formats does Mappd support?

CSV, TSV, XLSX, XLS, and ODS. Mappd handles encoding issues common in Xero exports, including Latin-1 encoding, title rows above the header, and blank rows in the data.

Try it on your actual file.

The Xero to Salesforce recipe loads automatically. Drop your file and it maps in 2 min.

Open Mappd with this recipe →

No signup · Free for files under 5 MB · See pricing